Mackenzie Financial
UBSI icon

Mackenzie Financial’s United Bankshares UBSI Stock Holding History

Mackenzie Financial’s Portfolio UBSI Stock Details UBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-8,873
Closed -$343K – 1757
2025
Q4 		$343K Sell
8,873
-292
-3% -$10.9K ﹤0.01% 1336
2025
Q3 		$341K Buy
9,165
+956
+12% +$35.6K ﹤0.01% 1365
2025
Q2 		$299K Hold
8,209
– – ﹤0.01% 1400
2025
Q1 		$285K Hold
8,209
– – ﹤0.01% 1392
2024
Q4 		$308K Hold
8,209
– – ﹤0.01% 1372
2024
Q3 		$305K Buy
+8,209
New +$300K ﹤0.01% 1181
2022
Q4 		– Sell
-8,138
Closed -$291K – 1592
2022
Q3 		$291K Sell
8,138
-1,025
-11% -$38.2K ﹤0.01% 1104
2022
Q2 		$321K Buy
9,163
+1,727
+23% +$60.6K ﹤0.01% 1066
2022
Q1 		$259K Buy
7,436
+735
+11% +$26.7K ﹤0.01% 1189
2021
Q4 		$243K Sell
6,701
-734
-10% -$27K ﹤0.01% 1244
2021
Q3 		$270K Buy
+7,435
New +$260K ﹤0.01% 1182

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